Paul Bullock

Paul Bullock
CEO, Financial Advisor
 


                               
 

With more than twenty-nine years of experience as a Financial Advisor, Paul is dedicated to helping his clients meet their financial needs.  He is fully invested in his clients and always has their best interests in mind.  Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, he can help.

Before entering the financial services industry, Paul graduated from the University of Texas with an MBA and a bachelor of finance degree from the same institution.  He has been an investment advisor for over twenty-nine years and previously was a Senior Financial Advisor for Merrill Lynch and a branch manager for Raymond James Financial.  Now as President of Wellington Investment Advisors, he takes pride in working for a firm that puts you first.  His mission is to help each one of his clients plan for a financial future in a way that best meets his or her goals.  He stresses a disciplined tactical asset allocation approach to money management that emphasizes changing investment allocations based on economic and market conditions.

Paul's firm Wellington Investment Advisors custodies its client assets through Charles Schwab. The firm has a fiduciary relationship with its clients, which sets its advisors apart from many firms in that they have a legal and ethical obligation to manage your assets in your best interest. Paul takes pride in managing a firm that is dedicated to building custom portfolios that help each client meet his or her unique goals. 

Paul's first meeting is always a "get to know each other" meeting. He believes that for there to be a good long-term working relationship, there needs to be a good fit on both sides. We will not bring on a new client if we don't feel that we can add significant value to their situation. 

Outside of work, Paul enjoys spending time with his four children, Chance, Ali, Baden and Caprice.  He is an avid equestrian polo player and uses his polo matches as an opportunity to do something he loves while providing support to over eighteen separate charities. He look forward to extending his services to you and your family. Together you can discuss financial strategies designed to fit your unique situations.

Email: paul@wellingtoninvestmentadvisors.com

 

Bloomington Office: 121 E. 6th Street, Suite 2, Bloomington, IN 47408

Lafayette Office (by appointment only): 300 Main Street, Suite 212, CLafayette, IN 47901 

Indianapolis Office (by appointment only): 3815 River Crossing Parkway, Indianapolis, IN 46240

 

 

       (812) 333-0874 Bloomington office

     (765) 558-1745 Lafayette office

       (317) 452-8480 Indianapolis office